Store Settings

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Table of Contents

Overview

Requirements

Accessing Store Settings

Adding a New Store

General Tab

Contacts Tab

Receipt Tab

Tips Tab

Taxes Tab

Payment Gateway Tab

Localization Tab

Registers Tab

 

Overview

  • Changes made in Store Settings of a particular store will override default changes made to all stores in Company Settings.
  • Any changes made in Register Settings for a particular register of that store will override default changes made to the store in Store Settings. 

 

You can update Store Settings in the following tabs:

  • General
  • Contacts
  • Receipt
  • Tips
  • Taxes
  • Payment Gateway
  • Localization
  • Registers

 

Requirements

Store settings can be updated only by someone assigned with an Administrator employee role.

 

Accessing Store Settings

1A. Go to Settings--->Store Settings in the left navigation menu.

or

1B. Go to Dashboard in the left navigation menu--->click on Set up Store in the Getting Started section.

 

  • For every store in the company, you can view the Store Name and its Status as either Enabled or Disabled

2. Select the store who's settings you would like to edit.

 

Creating a New Store

1. Follow step 1 above in To Access Store Settings.

2. Click on the New Store button.

3. Input the new store's Store Name and optionally input its Description

4. Click the Done button. 

5. A notification will be sent to eHopper's implementation team to set up a new store for you. 

 

General Tab

  1. Select your Type of business in the drop-down menu.
  2. Select the Ability to select order type box if 
  3. If you would like the ability to process external payments, check off the External payment box.
  4. Determine whether you would like the ability to write Item Notes for specific items (which will appear on the receipt) in an order by selecting the circle next to either No notesMandatory (you must write notes for all items), or Optional (writing notes for specific order items will be optional).
  5. Check the Autologout after each order box if you would like all employees in the store to automatically be logged out of POS after each transaction. This way different employees will be able to use the same register. 
  6. Check the Synchronization on login box if you would like POS to automatically sync all unsaved data every time an employee logs in. 
  7. Check the Open cash drawer on credit/debit card transaction box if you would like the cash drawer to automatically open after each credit or debit card transaction. 
  8. Check the Show list of taxes on order box if you would like to see all the taxes and their applicable monetary amount applied to any specific order. 
  9. Check the Is enabled box to have the store go live in POS. 

 

Contacts Tab

  1. Click on the Contacts tab on the top of the screen.
  2. Input the store's Store NameAddress 1Address 2City that its located in, State its located in, Zip CodeCountryPhone Number, Email, and Website.

3. Click the DONE button or select a different tab. 

 

Receipt Tab

1. Click on the Receipt tab on the top of the screen.

2. Select the Kitchen Receipt box if you would like to have the option of printing kitchen receipts for orders

3. Optionally input the Footer that will appear on the receipt in the field.

4. Click the DONE button or select a different tab. 

 

Tips Tab

Requirement: Only available to freedom customers who install the Credit/Debit POS Integration app.

  1. Click on the Tips tab on the top of the screen.
  2. Check the Tips box to enable tips functionality in POS. 
  3. If you are not using USA-epay as your payment gateway, skip the Tips on credit card authorization field. If you are, input in this field the percentage of tips on the receipt you would like to be frozen until tips are closed on the POS Tips screen. 
  4. Next to Tips & Signature, select where you would like a customer to write their signature by selecting the circle for either on screenon receipt, or on terminal.
  5. Under Keyboard Shortcut Settings, you can create 3 keyboard shortcuts for the calculator that appears for inputting tips in POS both For $ Amount and For % Amount.
  6. Click the DONE button or select a different tab.  

 

Taxes Tab

  1. Click on the Taxes tab on the top of the screen.
  2. Check the Add taxes to price by default box if you would like the taxes added to your store to automatically be added to all orders. 
  3. Check the EBT tax exemption box if you would like to provide tax exemptions for EBT payments (option only available if Freedom customer and installed EBT Card app in App Directory).
  4. Click on the Taxes tab on the top of the screen.
  5. Select the + sign to add a tax to every order in the company. 
  6. Select the Name of the tax in the drop-down (it had to have already been created in Tax Manager). The predetermined tax Rate will also appear. 
  7. Click the DONE button or select a different tab. 

 

Payment Gateway Tab

  1. Click on the Payment Gateway tab on the top of the screen.
  2. Select either PAX or Poynt as the Payment Gateway that will be used in your store to process credit card payments in the drop-down menu. If you are using an external processor, you should leave it blank. 
  3. If PAX is selected, you can choose to Enable debit card payments and/or Enable EBT card payments in POS by selecting the box to their left. 
  4. Click the DONE button or select a different tab. 

 

Localization Tab

  1. Select the Localization tab on the top of the screen.
  2. Select the POS Language and Kitchen Receipt Language you will be using for your store.
  3. Select the Date Format that will be used when POS shows date/time values.
  4. Select the Time Format that will be used when POS shows date/time values.
  5. Click the DONE button or select a different tab. 
  • When localization settings are not set for a store, those set at the Company level will be applied to the store. 

 

Registers Tab

  1. Click on the Registers tab on the top of the screen.
  2. All the registers in your store will be listed, along with their current Status. Select the register to be taken to the Edit Register Setting page, which is described in this article: Register Settings

3. Click the DONE button or select a different tab.

 

 

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